Revolution Wealth Management Limited

Reference number: 917065

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Revolution Wealth Management Limited (FRN 917065) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Revolution Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Revolution Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When revolutionwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07774 321124 is
  • Who else gives the postcode IP12 2PQ
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company name
REVOLUTION WEALTH MANAGEMENT LTD
Company number
09236794
Company status
Active
Company type
Private limited company
Incorporated
26 September 2014 (12 years old)
Registered office
7 Forbes Business Centre, Kempson Way, Bury St Edmunds, Suffolk, IP32 7AR, United Kingdom
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Fiona Jane Mortimer-Wood Director Oct 1973 26 Sep 2014 None
James Peter Wood Director Mar 1974 26 Sep 2014 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 September 2025Full accountsNot audited

Turnover

£563k

Not compared: the previous accounts cover a different length of time

Profit before tax

£334k

Not compared: the previous accounts cover a different length of time

Net assets

£634k

+13% from £559k

Employees (average)

4

+33% from 3

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 09236794. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Revolution Wealth Management’s history from the FCA register and Companies House, newest first.

2019

19 November 2019

  • Became an appointed representative

FCA register

2016

6 April 2016

  • Fiona Jane Mortimer-Wood became a part-owner (25–50% of shares)
  • James Peter Wood became a part-owner (25–50% of shares)

Companies House

2014

26 September 2014

  • Incorporated at Companies House
  • Fiona Jane Mortimer-wood appointed as a director
  • James Peter Wood appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Revolution Wealth Management

Other firms of the same type (insurance broker), nearest first.

In Woodbridge

Absolute Risk Solutions (EA) LtdWoodbridgeAppointed representativeFram Farmers LimitedWoodbridgeAppointed representativeThameside Associates LimitedWoodbridgeAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Revolution Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Revolution Wealth Management Limited FCA authorised?
Revolution Wealth Management Limited (FRN 917065) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Revolution Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Revolution Wealth Management Limited (FRN 917065) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Revolution Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Revolution Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Revolution Wealth Management’s phone number and website?
The FCA register lists the phone number 07774 321124 and the website revolutionwealth.co.uk for Revolution Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Revolution Wealth Management a scam or clone?
Revolution Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Revolution Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Revolution Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Revolution Wealth Management?
Companies House lists 2 people with significant control of Revolution Wealth Management: Mrs Fiona Jane Mortimer-Wood (25–50% of shares) and Mr James Peter Wood (25–50% of shares).
Who runs Revolution Wealth Management?
Companies House lists 2 directors of Revolution Wealth Management: Fiona Jane Mortimer-Wood and James Peter Wood.
How long has Revolution Wealth Management been in business?
The company was formed on 26 September 2014.
What do Revolution Wealth Management’s latest accounts show?
Its latest accounts, to 30 September 2025, show turnover of £563k (not compared: the previous accounts cover a different length of time) and profit before tax of £334k (not compared: the previous accounts cover a different length of time).

Sources and links

The full report on Revolution Wealth Management Limited

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